|
1951
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$817M
|
-$27.7M
|
-3%
|
|
|
136
|
|
|
|
1952
|
Freedom Investment Management
Hartford,
Connecticut
|
$817M
|
-$74.1M
|
-8%
|
|
|
775
|
|
|
|
1953
|
Wealthcare Capital Management
Richmond,
Virginia
|
$816M
|
-$37.5M
|
-4%
|
|
|
81
|
|
|
|
1954
|
TD Capital Management
Memphis,
Tennessee
|
$816M
|
-$20.8M
|
-2%
|
|
|
448
|
|
|
|
1955
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$816M
|
-$23.4M
|
-3%
|
|
|
153
|
|
|
|
1956
|
Condor Capital Management
Martinsville,
New Jersey
|
$816M
|
-$18.1M
|
-2%
|
|
|
202
|
|
|
|
1957
|
Bouchey Financial Group
Troy,
New York
|
$816M
|
-$10.7M
|
-1%
|
|
|
135
|
|
|
|
1958
|
MHR Fund Management
New York
|
$816M
|
+$104M
|
+15%
|
|
|
10
|
|
|
|
1959
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$815M
|
-$66.2M
|
-8%
|
|
|
382
|
|
|
|
1960
|
WBH Advisory
Baltimore,
Maryland
|
$815M
|
-$29.1M
|
-3%
|
|
|
305
|
|
|
|
1961
|
Wealthquest
Cincinnati,
Ohio
|
$815M
|
-$22.1M
|
-3%
|
|
|
132
|
|
|
|
1962
|
Bath Savings Trust
Bath,
Maine
|
$814M
|
-$42.8M
|
-5%
|
|
|
160
|
|
|
|
1963
|
Discerene Group
Stamford,
Connecticut
|
$813M
|
+$48.7M
|
+6%
|
|
|
15
|
|
|
|
1964
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$812M
|
-$71.4M
|
-8%
|
|
|
166
|
|
|
|
1965
|
Sourcerock Group
Denver,
Colorado
|
$812M
|
+$32.3M
|
+4%
|
|
|
29
|
|
|
|
1966
|
North Peak Capital Management
New York
|
$812M
|
-$60.3M
|
-7%
|
|
|
8
|
|
|
|
1967
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$810M
|
+$154M
|
+24%
|
|
|
97
|
|
|
|
1968
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$810M
|
-$474M
|
-37%
|
|
|
207
|
|
|
|
1969
|
Kintegral Advisory
New York
|
$810M
|
-$34.7M
|
-4%
|
|
|
262
|
|
|
|
1970
|
WestBridge Capital Management
Trianon,
Mauritius
|
$809M
|
+$57.7M
|
+8%
|
|
|
3
|
|
|
|
1971
|
Primavera Capital Management
George Town,
Cayman Islands
|
$809M
|
-$78.7M
|
-9%
|
|
|
4
|
|
|
|
1972
|
Bard Financial Services
Branford,
Connecticut
|
$809M
|
-$512M
|
-39%
|
|
|
331
|
|
|
|
1973
|
Greenoaks Capital Partners
Orinda,
California
|
$809M
|
-$17.2M
|
-2%
|
|
|
16
|
|
|
|
1974
|
Fusion Family Wealth
Woodbury,
New York
|
$808M
|
-$24.1M
|
-3%
|
|
|
46
|
|
|
|
1975
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$808M
|
-$33.1M
|
-4%
|
|
|
285
|
|
|